Nvidia reports record earnings quarter as China’s H200 sales freeze persists

South China Morning PostCenter-RightEN 2 min read 75% complete by Ann CaoFebruary 26, 2026 at 03:00 AM

AI Summary

short article 2 min

Nvidia reported record quarterly revenue of $68.1 billion for the quarter ended January 25, a 73% increase from last year's revenue. The company attributed the surge to strong demand for data centre processors. However, Nvidia has yet to generate any revenue from its H200 chips in China due to regulatory uncertainty. The US chip giant remains uncertain about whether it will be allowed to sell the GPU in the country, despite some small shipments being cleared by Washington. China's domestic chipmakers have also been expanding their operations, with several rushing to initial public offerings (IPOs) to meet soaring demand and compete with Nvidia. The regulatory uncertainty highlights the challenges faced by Nvidia as a result of the US-China tech war.

Key Entities & Roles

Key Player Opposition Context

Santa Clara 30% Beijing 40% US Commerce Department 40% Washington ×240% David Peters 50% Colette Kress 60% United States ×370% H200 ×575% China ×880% Nvidia ×790%

Sentiment Analysis

Neutral

Score: -0.10

Source Transparency

Source

South China Morning Post

Political Lean

Center-Right (0.50)

Far LeftCenterFar Right

Classification Confidence

90%

Geographic Perspective

China

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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